Project Service for Dynamics 365 Course Level: 200 This instructor-led course provides a key step for Microsoft Dynamics 365 administrators and customizers whose organization will be leveraging the Project Service module of Microsoft Dynamics 365 to plan and deliver billable projects. In this course, you will get a jump start to your project implementation with a deep dive of the setup, configuration, and management of projects, resources, expenses, and much more. Learn these concepts through lecture, hands-on-labs, and real-world scenarios.
7
Embed
Project Service for Dynamics 365 - powerobjects.com · implementation with a deep dive of the setup, configuration, and management of projects, resources, expenses, and ... Extend
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Project Service for Dynamics 365
Course Level: 200
This instructor-led course provides a key step for Microsoft Dynamics 365 administrators and customizers whose organization will be leveraging the Project Service module of Microsoft Dynamics 365 to plan and deliver billable projects. In this course, you will get a jump start to your project implementation with a deep dive of the setup, configuration, and management of projects, resources, expenses, and much more. Learn these concepts through lecture, hands-on-labs, and real-world scenarios.
Intended AudienceThis course is designed to support individuals who will be setting up and administering Project Service within Dynamics 365. It is not intended for front of house users.
Required PrerequisitesParticipants are highly advised to be comfortable and confident with the following skills and concepts for a successful learning experience:• Search, navigation, activities, and advanced find within Microsoft Dynamics 365• Creating views, charts, and dashboards • Data entry in forms and process flows
Recommended PrerequisitesFamiliarity with the following skills/concepts is recommended:• Understanding of data or relational databases is helpful• Dynamics 365 University CRM Boot Camp is recommended
KeyTakeaways
page04
• Understand configuration and set up• Understand resource set up• Understand the concepts of time, expenses and collaboration regarding project service• Understand tracking project process• Understand cost consumption
Agenda is tentative and subject to changes based upon learner comprehension, instructor’s discretion, and other factors.Order, pace, content, and timeline subject to change.
Overview and History of Service in CRMPrerequisites
• CRM Org • Network and hardware
Requirements Solution Deployment Licensing and Security
• CRM User Security and roles
DAY 1 DAY 2
OVERVIEW & SETUP PROJECT GENERAL SETTINGS
PROJECT FUNCTIONALITY & CONFIGURATION PROJECTS
Account Management • Service Accounts • Billing Accounts
Entity diagramAdministration settings
Configuration Entity Relationship model Prerequisites
Agenda is tentative and subject to changes based upon learner comprehension, instructor’s discretion, and other factors.Order, pace, content, and timeline subject to change.
DAY 1 DAY 2
RESOURCES SCHEDULING AGREEMENTS REPORTING AND ANALYTICS
Configuration Skills Team Collaboration Capturing Time: Forecast vs Actuals
Configuration Estimation Quote Contract Work Invoicing
Capabilities Managing the Sale Process
Leverage CRM charts and dashboards Define KPIs and Metrics Extend with Power BI
Dynamics 365 University is designed to be foundational training for those responsible for implementing and supporting Dynamics 365 within your organization. Dynamics 365 University focuses on
out-of-the-box features and functionality training for your core team. Participants get an understanding of how the Dynamics 365 processes and architecture can be leveraged and customized to